Next Gen Wealth Partners
About Us
Discover how to secure a prosperous future for yourself and your loved ones at any stage of life
Our Mission is to spark a shift in mindset, showing that generational wealth isn’t just for the privileged- it’s attainable for you and your family.’ If you’re uncertain or stressed about money, it may be an indication that having professional assistance is in order.
Our passion for financial education is foundational to your financial success. We will teach you how to avoid mistakes that are costing you.
Turn feelings of stress, confusion and uncertainty to feelings of confidence, power and satisfaction
Transparency, Integrity, and honesty are critical for our partnership to work. We work along side you to make the best financial choices for YOU.
About Me
Meet Kim Stirling, CFP®, CPFA®
A graduate of the University of Southern Mississippi with a degree in Psychology and experience as a life coach, Kim Stirling ensures trust with clients through transparency and collaboration. With rising economic demands and historic financial declines, some people understandably have a fear-based reaction to the financial system and those who work in it. When you work with Kim, you’ll be in a partnership that encourages a positive view of finances through education, communication, discovery and most importantly, personal accountability.
When Kim isn’t working , she’s enjoying various outdoor activities and spending time with her best friend and pup, Sophie.
Our Mission
Next Gen Wealth Partners is for you if you want to:
What we offer
At Next Gen Wealth Partners, we offer a thorough suite of services designed to elevate your financial journey
Learn the fundamental concepts of personal finance from a credentialed professional in this video series that you can watch on your own time by visiting Our YouTube channel
It takes time to develop the financial reality of your dreams. We will help you stay focused on your financial values and goals instead of being swayed by instant gratification and overspending
No matter your phase of life, we will do a review of your existing risk management plan to determine the best course of action for you and your family
An estate strategy involves more than updating key documents. Let's build a strategy aimed to protect your legacy with a comprehensive estate strategy.
With our personal financial management dashboard, we make it easy for you to see at a glance where your money is going and work with you to prioritize your spending to work toward your most important goals
We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.
Testimonials
Success stories from our clients:
"I can't say enough positive things about having worked with Kim. She's been incredibly helpful in providing education, asking thoughtful questions to determine my financial goals & ways I relate to money, and provided concrete resources and financial planning tools. Kim provides a non-judgmental space without a hidden adgenda, all the while empowering me to better equip myself financially...Plus she's so easy to talk with and very personable!
"I was a financial advisor skeptic until I met Kim. No pressure selling. No corporate mumbo jumbo. Just genuine attention to client need and an honest and collaborative approach."
"I feel honored to have the chance to work with Kim. She is teaching me everyday the value of thinking differently with regards to my financial future. Although in our infancy with a hill to climb, she has shown me she truly cares for helping me reach my goals. I love how she's helped me to look at my funding as a "bill to be paid", it has opened my eyes! Her upbeat personality and positive outlook are beyond refreshing. She makes herself available on my timeline, which is wonderful. If you want to stop stressing on your past financial decisions, and focus on making the right choices for your future, I highly recommend Ms. Kim!
Our Journey
What to Expect as a New Client
Discovery
Onboarding
Implement
Our team of professionals are here to collaborate with you and your family every step of the way